Titelia

Fund shareholders of Phreesia Inc

ISIN US71944F1066 · United States · LEI 5493000HHF8NU4QOCG53

Fund shareholders
193
Of which ETFs
39 154 other funds
Value held
146.6M $ 50.6K € · 1M SEK
Share of capital
25.9 % of 61.8M shares on May 22, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,774,84214.9M $0.00 %2.87 %as of Mar 31, 2026
iShares Russell 2000 ETF iShares Trust 1,420,52311.9M $0.02 %2.30 %as of Mar 31, 2026
VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND 1,028,0829.5M $0.04 %1.66 %as of Apr 30, 2026
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 642,9585.4M $0.01 %1.04 %as of Mar 31, 2026
VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS 641,0835.4M $0.05 %1.04 %as of Mar 31, 2026
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 605,8665.1M $0.21 %0.98 %as of Mar 31, 2026
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 573,0955.3M $0.02 %0.93 %as of Apr 30, 2026
Nomura Small Cap Growth Fund IVY FUNDS 534,5814.5M $0.45 %0.86 %as of Mar 31, 2026
iShares Russell 2000 Growth ETF iShares Trust 471,5444M $0.03 %0.76 %as of Mar 31, 2026
Champlain Small Company Fund ADVISORS' INNER CIRCLE FUND II 454,0003.8M $0.37 %0.73 %as of Mar 31, 2026
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 407,2993.4M $0.00 %0.66 %as of Mar 31, 2026
BlackRock Advantage Small Cap Core Fund BlackRock Funds 327,9884M $0.09 %0.53 %as of Feb 27, 2026
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 302,6913.7M $0.01 %0.49 %as of Feb 28, 2026
AMG GW&K Small Cap Core Fund AMG Funds 294,8822.5M $0.37 %0.48 %as of Mar 31, 2026
Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds 287,2102.6M $0.07 %0.46 %as of Apr 30, 2026
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 283,6973.5M $0.02 %0.46 %as of Feb 28, 2026
Fidelity Enhanced Small Cap ETF Fidelity Covington Trust 277,9002.3M $0.06 %0.45 %as of Mar 31, 2026
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 274,2983.4M $0.02 %0.44 %as of Feb 28, 2026
SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 245,1622.1M $0.15 %0.40 %as of Mar 31, 2026
JNL Multi-Manager Small Cap Growth Fund JNL Series Trust 235,1932M $0.10 %0.38 %as of Mar 31, 2026
LKCM Small Cap Equity Fund LKCM Funds 191,9521.6M $0.49 %0.31 %as of Mar 31, 2026
VictoryShares Small Cap Free Cash Flow ETF Victory Portfolios II 191,0471.6M $0.32 %0.31 %as of Mar 31, 2026
VANGUARD HEALTH CARE INDEX FUND VANGUARD WORLD FUND 180,0172.2M $0.01 %0.29 %as of Feb 28, 2026
Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds 176,4511.6M $0.06 %0.29 %as of Apr 30, 2026
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 163,7541.5M $0.01 %0.26 %as of Apr 30, 2026
NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust 163,5812M $0.29 %0.26 %as of Feb 28, 2026
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 160,7841.3M $0.08 %0.26 %as of Mar 31, 2026
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 154,1451.9M $0.24 %0.25 %as of Feb 28, 2026
VANGUARD MARKET NEUTRAL FUND VANGUARD MONTGOMERY FUNDS 138,4941.2M $0.27 %0.22 %as of Mar 31, 2026
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 126,8181.2M $0.02 %0.21 %as of Apr 30, 2026
Cambiar Small Cap Fund ADVISORS' INNER CIRCLE FUND 113,2101M $1.50 %0.18 %as of Apr 30, 2026
Fidelity Total Market Index Fund Fidelity Concord Street Trust 108,1781.3M $0.00 %0.18 %as of Feb 28, 2026
Nomura VIP Small Cap Growth Series Ivy Variable Insurance Portfolios 98,913828.9K $0.44 %0.16 %as of Mar 31, 2026
Master Small Cap Index Series Quantitative Master Series LLC 96,587809.4K $0.02 %0.16 %as of Mar 31, 2026
Small Cap Growth Fund VALIC Co I 86,2721.1M $0.20 %0.14 %as of Feb 28, 2026
SFT Nomura Small Cap Growth Fund Securian Funds Trust 85,105713.2K $0.45 %0.14 %as of Mar 31, 2026
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 82,7041M $0.00 %0.13 %as of Feb 28, 2026
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 80,409673.8K $0.00 %0.13 %as of Mar 31, 2026
AVE MARIA WORLD EQUITY FUND Schwartz Investment Trust 78,700659.5K $0.49 %0.13 %as of Mar 31, 2026
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 77,954961.2K $0.11 %0.13 %as of Feb 28, 2026
Cambiar SMID Fund ADVISORS' INNER CIRCLE FUND 74,900689.8K $1.52 %0.12 %as of Apr 30, 2026
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 74,374685K $0.00 %0.12 %as of Apr 30, 2026
State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS 71,400598.3K $0.13 %0.12 %as of Mar 31, 2026
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 68,766847.9K $0.00 %0.11 %as of Feb 28, 2026
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 68,174627.9K $0.02 %0.11 %as of Apr 30, 2026
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 67,319620K $0.02 %0.11 %as of Apr 30, 2026
iShares U.S. Healthcare Providers ETF iShares Trust 67,169562.9K $0.09 %0.11 %as of Mar 31, 2026
BlackRock Advantage Small Cap Growth Fund BlackRock Funds 65,975552.9K $0.08 %0.11 %as of Mar 31, 2026
Guardian Small Cap Value Diversified VIP Fund Guardian Variable Products Trust 64,548540.9K $0.37 %0.10 %as of Mar 31, 2026
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 61,339514K $0.02 %0.10 %as of Mar 31, 2026
Column Small Cap Fund Trust for Professional Managers 54,388670.6K $0.13 %0.09 %as of Feb 28, 2026
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 52,440646.6K $0.05 %0.08 %as of Feb 28, 2026
ACUITAS US MICROCAP FUND FORUM FUNDS II 45,541381.6K $0.39 %0.07 %as of Mar 31, 2026
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 44,084369.4K $0.03 %0.07 %as of Mar 31, 2026
VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 42,034352.2K $0.10 %0.07 %as of Mar 31, 2026
Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds 41,632348.9K $0.01 %0.07 %as of Mar 31, 2026
Clearwater Select Equity Fund Clearwater Investment Trust 41,508347.8K $0.08 %0.07 %as of Mar 31, 2026
Diversified Equity Master Portfolio Master Investment Portfolio 41,250345.7K $0.01 %0.07 %as of Mar 31, 2026
State Street(R) SPDR(R) FactSet Innovative Technology ETF SPDR SERIES TRUST 40,457339K $0.64 %0.07 %as of Mar 31, 2026
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 39,000326.8K $0.02 %0.06 %as of Mar 31, 2026
Buffalo Early Stage Growth Fund Buffalo Funds 38,688324.2K $0.53 %0.06 %as of Mar 31, 2026
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 38,000350K $0.00 %0.06 %as of Apr 30, 2026
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 36,997310K $0.04 %0.06 %as of Mar 31, 2026
Nuveen Equity Index Fund TIAA-CREF Funds 35,562327.5K $0.00 %0.06 %as of Apr 30, 2026
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 32,587273.1K $0.03 %0.05 %as of Mar 31, 2026
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 31,986268K $0.00 %0.05 %as of Mar 31, 2026
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 30,862380.5K $0.00 %0.05 %as of Feb 28, 2026
EQ/Small Company Index Portfolio EQ Advisors Trust 30,800258.1K $0.02 %0.05 %as of Mar 31, 2026
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 30,138277.6K $0.00 %0.05 %as of Apr 30, 2026
WisdomTree U.S. SmallCap Fund WisdomTree Trust 29,619248.2K $0.04 %0.05 %as of Mar 31, 2026
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 29,057243.5K $0.00 %0.05 %as of Mar 31, 2026
Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV 28,609352.7K $0.14 %0.05 %as of Feb 28, 2026
Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds 28,593239.6K $0.01 %0.05 %as of Mar 31, 2026
Small Company Fund American Century Quantitative Equity Funds, Inc. 27,845233.3K $0.15 %0.05 %as of Mar 31, 2026
Goldman Sachs Multi-Manager Global Equity Fund Goldman Sachs Trust II 27,455252.9K $0.01 %0.04 %as of Apr 30, 2026
Fidelity MSCI Health Care Index ETF FIDELITY COVINGTON TRUST 27,318251.6K $0.01 %0.04 %as of Apr 30, 2026
Small Cap Index Fund Northern Funds 25,796216.2K $0.02 %0.04 %as of Mar 31, 2026
Global X Russell 2000 ETF GLOBAL X FUNDS 25,461234.5K $0.02 %0.04 %as of Apr 30, 2026
Small Cap Index Fund VALIC Co I 23,773293.1K $0.02 %0.04 %as of Feb 28, 2026
WPG Partners Small Cap Value Diversified Fund RBB Fund, Inc. 22,614278.8K $0.78 %0.04 %as of Feb 28, 2026
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 21,809182.8K $0.14 %0.04 %as of Mar 31, 2026
Global X HealthTech ETF GLOBAL X FUNDS 21,362263.4K $0.74 %0.03 %as of Feb 28, 2026
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 20,690190.6K $0.03 %0.03 %as of Apr 30, 2026
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 20,200169.3K $0.01 %0.03 %as of Mar 31, 2026
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 20,157185.6K $0.01 %0.03 %as of Apr 30, 2026
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 20,093168.4K $0.02 %0.03 %as of Mar 31, 2026
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 20,079184.9K $0.02 %0.03 %as of Apr 30, 2026
Columbia Integrated Small Cap Growth Fund Columbia Funds Series Trust II 19,634242.1K $0.85 %0.03 %as of Feb 28, 2026
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 18,900158.4K $0.01 %0.03 %as of Mar 31, 2026
AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc 17,792149.1K $0.12 %0.03 %as of Mar 31, 2026
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 17,234144.4K $0.02 %0.03 %as of Mar 31, 2026
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 16,112135K $0.06 %0.03 %as of Mar 31, 2026
Zacks Small/Mid Cap ETF Zacks Trust 15,668193.2K $0.09 %0.03 %as of Feb 28, 2026
Small-Cap Index Portfolio PACIFIC SELECT FUND 15,176127.2K $0.02 %0.02 %as of Mar 31, 2026
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 14,954184.4K $0.00 %0.02 %as of Feb 28, 2026
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 13,600114K $0.01 %0.02 %as of Mar 31, 2026
iShares Russell 3000 ETF iShares Trust 12,932108.4K $0.00 %0.02 %as of Mar 31, 2026
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 12,6001M SEK0.00 %0.02 %as of Mar 31, 2026
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 11,51696.5K $0.02 %0.02 %as of Mar 31, 2026
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 10,91591.5K $0.00 %0.02 %as of Mar 31, 2026

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.

FundWeight in fund
Cambiar SMID Fund ADVISORS' INNER CIRCLE FUND 1.52 %as of Apr 30, 2026
Cambiar Small Cap Fund ADVISORS' INNER CIRCLE FUND 1.50 %as of Apr 30, 2026
Small Cap Core Portfolio I Multi-Select Securities Fund for Puerto Rico Residents 1.17 %as of Mar 31, 2026
Columbia Integrated Small Cap Growth Fund Columbia Funds Series Trust II 0.85 %as of Feb 28, 2026
WPG Partners Small Cap Value Diversified Fund RBB Fund, Inc. 0.78 %as of Feb 28, 2026
Global X HealthTech ETF GLOBAL X FUNDS 0.74 %as of Feb 28, 2026
State Street(R) SPDR(R) FactSet Innovative Technology ETF SPDR SERIES TRUST 0.64 %as of Mar 31, 2026
Buffalo Early Stage Growth Fund Buffalo Funds 0.53 %as of Mar 31, 2026
LKCM Small Cap Equity Fund LKCM Funds 0.49 %as of Mar 31, 2026
AVE MARIA WORLD EQUITY FUND Schwartz Investment Trust 0.49 %as of Mar 31, 2026

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterShareholdersChangeSharesChange
2026Q2191-4716,026,899-35.7 %
2026Q1238-1524,907,188-13.0 %
2025Q4253+828,614,857-0.2 %
2025Q3245+1028,671,745+3.4 %
2025Q2235+2427,739,491+1.0 %
2025Q1211+1227,472,623+0.7 %
2024Q4199027,273,608+0.9 %
2024Q3199-827,021,689+7.1 %
2024Q2207-825,238,725+8.1 %
2024Q1215-1223,351,767-5.4 %
2023Q422724,675,405

Institutional managers

234 managers declare this company to the SEC (Form 13F); the 25 largest follow.

ManagerSharesValue
Pale Fire Capital SE8,649,32972.5M $as of Mar 31, 2026
BlackRock, Inc.5,920,46949.6M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC1,852,55915.5M $as of Mar 31, 2026
STATE STREET CORP1,473,94612.4M $as of Mar 31, 2026
ALGERT GLOBAL LLC1,380,87411.6K $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC1,371,79411.5M $as of Mar 31, 2026
Prosight Management, LP1,100,0009.2M $as of Mar 31, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC1,075,7609M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC1,030,8158.6M $as of Mar 31, 2026
ACADIAN ASSET MANAGEMENT LLC1,028,1698.6K $as of Mar 31, 2026
GW&K Investment Management, LLC1,025,9028.6K $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC1,018,2358.5M $as of Mar 31, 2026
Nuveen, LLC1,008,2278.4M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/1,001,0578.4M $as of Mar 31, 2026
Granahan Investment Management, LLC987,6078.3M $as of Mar 31, 2026
Whetstone Capital Advisors, LLC953,9288M $as of Mar 31, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.781,3776.5M $as of Mar 31, 2026
BNP PARIBAS FINANCIAL MARKETS755,7306.3M $as of Mar 31, 2026
FRANKLIN RESOURCES INC735,9636.2M $as of Mar 31, 2026
CITADEL ADVISORS LLC731,6556.1M $as of Mar 31, 2026
MORGAN STANLEY729,7096.1M $as of Mar 31, 2026
Meros Investment Management, LP615,7405.2M $as of Mar 31, 2026
Rock Springs Capital Management LP600,4005M $as of Mar 31, 2026
HRT FINANCIAL LP583,0734.9K $as of Mar 31, 2026
Connor, Clark & Lunn Investment Management Ltd.581,4094.9M $as of Mar 31, 2026

Declared shareholders of Phreesia Inc

2 beneficial ownership filings. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.

ShareholderDeclared stakeShares
Pale Fire Capital SICAV a.s. and 4 others14.70 %8,924,329as of Mar 31, 2026 · SCHEDULE 13D
Vanguard Portfolio Management 5.77 %3,484,358as of Mar 31, 2026 · SCHEDULE 13G
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Titelia. "Fund shareholders of Phreesia Inc". https://titelia.com/en/stocks/phreesia-inc-US71944F1066